| Baillie Gifford |
780 3rd Ave, New York, NY 10017 |
|
21231xxxx3 |
aak**********@b*************.com |
4.04 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Odyssey Investment Partners |
590 Madison Ave 39th floor, New York, NY 10022 |
|
21235xxxx0 |
ahu****@o****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Strategic Financial Services |
114 Business Park Dr, Utica, NY 13502 |
|
31572xxxx6 |
aev*******@i**************.com |
5 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ohlson Timothy |
2344 Main St, Clayville, NY 13322 |
|
31583xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| New York City Financial Advisor-Financial Planners |
60 E 42nd St, New York, NY 10165 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| R G Quintero & Co |
375 Park Ave Ste 2607 New York, NY 10152 |
|
21232xxxx0 |
jan**@r*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Standard International Group |
1270 6th Ave suite 2215, New York, NY 10020 |
|
21258xxxx1 |
and**@s******.com |
1.01 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Nordic Financial Group |
555 Columbus Avenue NW New York, NY 10016 |
|
51893xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| dos Santos Group - Morgan Stanley |
399 Park Ave 12th Floor, New York, NY 10022 |
|
21289xxxx0 |
acm***********@m************.com |
5.01 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dermody Burke & Brown CPA P |
4350 Middle Settlement Rd, New Hartford, NY 13413 |
|
31573xxxx1 |
ab@d*****.com |
3 |
2 |
|
|
4.7 |
35 |
425 |
56 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Michelle Shauger: Primerica - Financial Services |
503 N George St, Rome, NY 13440 |
|
31537xxxx0 |
aha****@p********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Medical Practice Management Consultants |
909 3rd Ave, New York, NY 10150 |
|
21568xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bridge Bay Capital |
217 E 70th St Suite 1301, New York, NY 10021 |
|
21236xxxx3 |
mic**@m********.com |
1.01 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Rockefeller Center Group - Morgan Stanley |
55 E 52nd St 29th Fl, New York, NY 10055 |
|
21290xxxx4 |
int**********@m************.com |
5.01 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Life Sciences Capital |
6 E 43rd St #19th, New York, NY 10017 |
|
88836xxxx6 |
dea***@l*******.com |
1.01 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Capra Martin |
102 Business Park Dr, Utica, NY 13502 |
|
31573xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mass Mutual FinancialGroup |
170 E 87th St, New York, NY 10128 |
|
64650xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Mark G Johnson |
200 Park Ave 13th Floor, New York, NY 10166 |
|
21233xxxx9 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Nelson Finacial Group |
9273 Kellogg Rd, New Hartford, NY 13413 |
|
31579xxxx9 |
cra**@n***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley |
1 New York Plaza, 36th Floor, New York, NY 10004 |
|
21260xxxx0 |
int**********@m************.com |
3.9 |
13 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Policy Smart |
445 Park Ave Fl 9 New York, NY 10022 |
|
21244xxxx0 |
cro***@c*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| HQ Capital |
1290 6th Ave, New York, NY 10104 |
|
21286xxxx0 |
aar**********@h********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Northwestern Mutual |
19 Campion Rd, New Hartford, NY 13413 |
|
31573xxxx0 |
aar**********@n***.com |
5 |
2 |
|
|
|
|
106344 |
16217 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ehrenkranz Partners |
375 Park Ave, New York, NY 10152 |
|
21275xxxx9 |
abr**********@e***.com |
5.01 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Saigis |
300 Park Ave Fl 12 New York, NY 10022 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Alfa Consulting Group |
18 East 48 St Ste 702 New York, NY 10017 |
|
21226xxxx5 |
*iy*@a***************.com |
|
|
|
|
|
|
468 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Northwestern Mutual Life Insurance |
1960 State Route 8, Clayville, NY 13322 |
|
31583xxxx2 |
aar**********@n***.com |
|
|
|
|
|
|
106344 |
16217 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Document Design & Creation |
211 E 81st St New York, NY 10028 |
|
21298xxxx0 |
joh*@d************************.com |
|
|
4 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
102 Business Park Dr, Utica, NY 13502 |
|
31573xxxx0 |
ale*********@m*.com |
|
2 |
|
|
|
|
|
|
|
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Harmony Group - Morgan Stanley |
522 5th Ave 11th Floor, New York, NY 10036 |
|
21260xxxx0 |
acm***********@m************.com |
4.26 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Avec Capital LLC |
3 E 63rd St, New York, NY 10065 |
|
21275xxxx0 |
aha******@a**********.com |
5.01 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| R L Ross Financial Consulting |
509 Madison Ave Rm 2004 New York, NY 10022 |
|
21283xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| HG Vora Capital Management |
330 Madison Ave, New York, NY 10017 |
|
21270xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Chen Group - Morgan Stanley |
522 5th Ave 15th Floor, New York, NY 10036 |
|
21229xxxx7 |
acm***********@m************.com |
4.26 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Griffith M Investment Services Inc |
555 French Rd, New Hartford, NY 13413 |
|
31579xxxx0 |
ano************@b*********.com |
|
|
|
|
|
|
8010 |
926 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Global Markets Advisory Group |
85 Broad St Suite 16-145, New York, NY 10004 |
|
64678xxxx9 |
cdo***@g******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Perennial Advisors LLC |
1350 6th Ave #2802, New York, NY 10019 |
|
21265xxxx0 |
|
4.01 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Treasury Partners at Hightower |
300 Madison Ave 29th Floor, New York, NY 10017 |
|
91728xxxx0 |
ako******@t***************.com |
|
|
|
|
|
|
71 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bernard Fisch - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx3 |
rbc*********@r**.com |
|
|
|
|
|
|
14777 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cg Capital |
139 Genesee St, New Hartford, NY 13413 |
|
31576xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jane Chiong CPA |
485 Madison Ave Ste 1600 New York, NY 10022 |
|
21275xxxx4 |
edu@r*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wall Street Boot Camp |
250 Park Ave 7th Floor, New York, NY 10177 |
|
61731xxxx5 |
aam***@w*************.com |
4.812 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Byron Advisors |
York Ville Towers, 1623 3rd Ave, New York, NY 10128 |
|
91791xxxx5 |
jsm***@b************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Strategies for Wealth |
120 Broadway Fl 37, New York, NY 10271 |
|
21270xxxx0 |
abl***@s******************.com |
1.8 |
5 |
|
|
|
|
452 |
34 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Storm Kenneth F & Assocs Inc |
18 Williams St, Clinton, NY 13323 |
|
31585xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Equitable Advisors |
1290 Avenue Of The Americas, New York, NY 10104 |
|
86644xxxx1 |
bra**********@e********.com |
|
|
|
|
|
|
51867 |
16 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1 |
30 |
| Yorkville Advisors |
1012 Springfield Ave, Mountainside, NJ 07092 |
|
20198xxxx0 |
agr***@y****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| SIS Advisors |
104 E 98th St, New York, NY 10029 |
|
91742xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Corsair Capital |
717 5th Ave, New York, NY 10022 |
|
21222xxxx0 |
|
5.01 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rossetti, Michael |
1816 Girard St, Utica, NY 13501 |
|
63177xxxx5 |
dan*************@a***.com |
|
|
|
|
|
|
145 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Edward T. Stellingwerf |
75 Rockefeller Plaza, New York, NY 10019 |
|
21228xxxx9 |
bri************@b***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Castle Financial |
590 Madison Ave Fl 21 New York, NY 10022 |
|
21252xxxx8 |
aap@c**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Cary E James |
75 Rockefeller Plaza 7th floor, New York, NY 10019 |
|
21228xxxx1 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Choice Investments |
115 Genesee St, New Hartford, NY 13413 |
|
31573xxxx0 |
|
|
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Altfest Personal Wealth Management |
445 Park Ave 6th floor, New York, NY 10022 |
|
21240xxxx0 |
aal*****@a******.com |
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgen Consulting Group |
5 E 59th St, New York, NY 10022 |
|
21222xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bpa-H Harbridge |
6 Rhoads Dr Ste 7, Utica, NY 13502 |
|
31526xxxx7 |
aal*@b***.com |
|
|
|
|
|
|
2349 |
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Strategic Capital |
575 Madison Ave Ste 1006 New York, NY 10022 |
|
21230xxxx2 |
ann******@s***************.com |
|
|
|
|
|
|
217 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RBC Wealth Management |
8506 Seneca Tpke, New Hartford, NY 13413 |
|
31573xxxx0 |
cli**********@r**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rome Income Tax-Rizzo Market |
401 S James St, Rome, NY 13440 |
|
31533xxxx5 |
*ir*@r*******.com |
5 |
5 |
|
|
|
|
19196 |
|
22000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cloudia Advisory |
Astoria, NY 11106 |
|
71895xxxx4 |
******@c**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Valor Bookkeeping |
Sparta Township, NJ 07871 |
|
91426xxxx3 |
|
|
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Eric M Schaffer |
114 W 47th St, New York, NY 10036 |
|
21238xxxx3 |
bro*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Timothy Kinsley - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx4 |
rbc*********@r**.com |
|
|
|
|
|
|
14777 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Libremax Capital |
600 Lexington Ave, New York, NY 10022 |
|
21261xxxx0 |
abr******@l*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Eazzy Consulting |
39-06 Main St Fl 3 Queens, NY 11354 |
|
71853xxxx9 |
eaz**@e**************.com |
4.2 |
25 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Source Financial Advisors |
545 5th Ave #1100, New York, NY 10017 |
|
21227xxxx0 |
ami****@s*******.com |
5 |
3 |
|
|
|
|
419 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Brian T Noone |
560 Lexington Ave 2nd Floor, New York, NY 10022 |
|
21230xxxx3 |
bri************@b***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bank of America Financial Center |
1066 Lexington Ave, New York, NY 10021 |
|
21277xxxx3 |
ban**********@e****.bankofamerica |
3.8 |
12 |
|
|
|
|
886977 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| DLG Wealth Management |
258 Genesee St, Utica, NY 13502 |
|
31579xxxx1 |
eti***************@w**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Financial Consultants Counsil |
590 Madison Ave, New York, NY 10022 |
|
21268xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| LinkBridge Investors |
1180 6th Ave, New York, NY 10036 |
|
21243xxxx0 |
bro*****@l******************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bank - Private Wealth Advisor: Ed Mcgorry |
1095 6th Ave 15th Floor, New York, NY 10036 |
|
51645xxxx7 |
aar************@u*****.com |
|
|
|
|
|
|
344554 |
4297 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Brandt Cybul |
75 Rockefeller Plaza, New York, NY 10019 |
|
21228xxxx8 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Semeniak Financial Services |
230 Genesee St, Utica, NY 13502 |
|
31579xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stephen Baumeister - TIAA Financial Consultant |
19 E 98th St Room 1C, New York, NY 10029 |
|
21291xxxx1 |
ama******@t***.org |
|
|
|
|
|
|
90753 |
491 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Family Management Corporation |
155 E 44th St, New York, NY 10017 |
|
21287xxxx0 |
ata*******@f***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Amy Elizabeth Services, LLC |
160 E 84th St #16C, New York, NY 10028 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| D'Arcangelo & Co, LLP |
120 Lomond Ct, Utica, NY 13502 |
|
31573xxxx6 |
ath****@d*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ascent Wealth Partners |
89 Genesee St, New Hartford, NY 13413 |
|
31562xxxx0 |
inf*@a*******************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Chris Voisine, MBA, Financial Consultant |
1290 Avenue Of The Americas, New York, NY 10104 |
|
21240xxxx3 |
ago******@b**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ford English Financial Group |
2714 Genesee St, Utica, NY 13502 |
|
31562xxxx0 |
bla**@f**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Losito, Luann |
102 Business Park Dr, Utica, NY 13502 |
|
31573xxxx5 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Charles Schwab |
2308 Broadway, New York, NY 10024 |
|
21236xxxx0 |
ian***********@s*****.com |
5 |
2 |
|
|
|
|
264561 |
136 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
5 |
2 |
| Ameriprise Financial |
7883 State Route 5, Clinton, NY 13323 |
|
31585xxxx5 |
ame******************@a***.com |
|
|
|
|
|
|
132825 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Vrancik Associates |
555 Madison Ave Fl 5 New York, NY 10022 |
|
21220xxxx0 |
joh*@b*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Frank - Financial Aid |
12 E 49th St 11th floor, New York, NY 10017 |
|
34769xxxx6 |
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Neil Miller Consulting |
New York, NY 10021 |
|
91797xxxx1 |
jmi****@n*******************.com |
5 |
2 |
5 |
1 |
|
|
|
|
133 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The 52 Park Group - Morgan Stanley |
1290 6th Ave #12, New York, NY 10104 |
|
21269xxxx2 |
acm***********@m************.com |
5.01 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Charles Schwab |
350 Millburn Ave, Millburn, NJ 07041 |
|
97337xxxx0 |
|
3.3 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Accountable Financial Management |
501 Main St Ste 1C New York, NY 10044 |
|
21264xxxx1 |
acc****@a**.com |
5 |
4 |
4 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Midtown New York Group - Morgan Stanley |
55 E 52nd St #28, New York, NY 10055 |
|
21288xxxx3 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Flex Tax and Consulting Group |
135 E 57th St, New York, NY 10022 |
|
91739xxxx9 |
ale******@f******.com |
|
|
5 |
3 |
4.9 |
66 |
1168 |
|
1100 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| VettaFi, LLC |
1330 6th Ave Suite 12C, New York, NY 10019 |
|
|
dav*******@v******.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TBRC Cost Recovery |
575 Lexington Ave Fl 19th New York, NY 10022 |
|
21264xxxx0 |
adm**@t***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Personal Financial Care, LLC |
106 E 81st St #1a, New York, NY 10028 |
|
21274xxxx9 |
jul**@p********************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pyramid Brokerage Company |
587 Main St, New York Mills, NY 13417 |
|
31573xxxx6 |
aha******@p***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| McGill, Michael |
102 Business Park Dr, Utica, NY 13502 |
|
31573xxxx7 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 20 Gates Management |
120 W 45th St Suite 3700, New York, NY 10036 |
|
21229xxxx0 |
ajo***@2******.com |
4.08 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Joseph T Ficano & Associates |
600 French Rd, New Hartford, NY 13413 |
|
31579xxxx5 |
a.f*******@c***********.com |
|
|
|
|
|
|
8788 |
1889 |
10000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Burchman Terrio Quist,LLC d/b/a BTQ FINANCIAL |
115 Broadway 19th fl, New York, NY 10006 |
|
21290xxxx0 |
aah***@b***********.com |
2.9 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Client Focused Advisors |
122 E 42nd St #1903, New York, NY 10168 |
|
21257xxxx4 |
bi**@c********************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kalil Financial Planning |
155 Genesee St, New Hartford, NY 13413 |
|
31573xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Licensed To Count |
New York, NY 10128 |
|
64682xxxx0 |
fil***@g******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Coughlin Giambrone |
139 Genesee St, New Hartford, NY 13413 |
|
31576xxxx2 |
inf*@m**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Voice Wealth Management |
370 E 76th St ste 1805-b, New York, NY 10021 |
|
64663xxxx0 |
rus***********@v**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Financial Dynamics |
88 Pine St, New York, NY 10005 |
|
21285xxxx0 |
ale*******@f*.com |
|
|
|
|
|
|
6520 |
|
6900 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Coughlin Dennis D |
4350 Middle Settlement Rd, New Hartford, NY 13413 |
|
31579xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Spotlight Advisors |
405 Lexington Ave #48, New York, NY 10174 |
|
21230xxxx5 |
dam***@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Environmental Financial Consulting Group |
18 E 48th St, New York, NY 10017 |
|
21275xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| New Hope Credit Solutions |
477 Madison Ave New York, NY 10022 |
|
80067xxxx9 |
joh******@n*********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Snowden Lane Partners |
540 Madison Ave 9th floor, New York, NY 10022 |
|
64621xxxx0 |
abr***@s**********.com |
4.4 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Quilvest USA Inc |
65 E 55th St, New York, NY 10022 |
|
21292xxxx0 |
amo*****@q*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| American Express Financial Advisors |
22 Kellogg Rd, New Hartford, NY 13413 |
|
31572xxxx8 |
aar**@a**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Williams Jones Wealth Management |
717 5th Ave 11th Floor, New York, NY 10022 |
|
21293xxxx0 |
amo*@w************.com |
4.8 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ameriprise Financial |
239 Genesee St, Utica, NY 13501 |
|
31572xxxx3 |
ame******************@a***.com |
|
|
|
|
|
|
132825 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Rivers Group - Morgan Stanley |
55 E 52nd St 29th Fl, New York, NY 10055 |
|
21290xxxx1 |
acm***********@m************.com |
5.01 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jefferies Advisory Group |
399 E 72nd St, New York, NY 10021 |
|
64675xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| JOSS Capital |
|
|
80023xxxx0 |
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gerrard Consulting |
375 Park Ave Ste 2607 New York, NY 10152 |
|
21276xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Prudent Financial Solutions, Inc. |
22 W 38th St, New York, NY 10018 |
|
87774xxxx2 |
doe**@p************************.com |
4.9 |
327 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Roadside Group - Morgan Stanley |
590 Madison Ave 11th Floor, New York, NY 10022 |
|
21231xxxx5 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Owl Creek Asset Management |
640 5th Ave # 20, New York, NY 10019 |
|
21268xxxx0 |
aa@s**.gov |
4 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| iLead Tax |
375 Park Ave Ste 2607 New York, NY 10152 |
|
78622xxxx8 |
ask*****@i*******.com |
|
|
|
|
|
|
4069 |
|
17000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ameriprise Financial |
52 Genesee St, New Hartford, NY 13413 |
|
31572xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Secure Future Investor |
Serving theYorkville Area |
|
86653xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TIAA Financial Services |
730 3rd Ave 6th Floor, New York, NY 10017 |
|
80084xxxx3 |
ale*************@t***.org |
2.2 |
29 |
|
|
|
|
90701 |
480 |
91953 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Centerview Partners LLC |
31 W 52nd St #22, New York, NY 10019 |
|
21238xxxx0 |
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Private Wealth Advisor David S Magrone |
1 Bryant Pk 28th Floor, New York, NY 10036 |
|
21241xxxx1 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wells Fargo Advisors |
178 Woods Park Dr, Clinton, NY 13323 |
|
31573xxxx0 |
byr*******@w*****************.com |
3.1 |
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Loren Cole - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx5 |
rbc*********@r**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| M3Linked Entrepreneurship Development of Manhattan |
555 Madison Ave Fl 5 Manhattan, NY 10022 |
|
21275xxxx5 |
b7m************@p****.dreamhost |
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Primerica |
6875 Fox Rd, Marcy, NY 13403 |
|
31576xxxx4 |
a.-*******************@p********.com |
|
|
|
|
|
|
147445 |
4050 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wells Fargo Advisors |
4848 Commercial Dr Ste 900, New Hartford, NY 13413 |
|
31573xxxx0 |
a-w***************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| AXA Equitable |
4350 Middle Settlement Rd, New Hartford, NY 13413 |
|
31579xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hazard Richard F |
4350 Middle Settlement Rd, New Hartford, NY 13413 |
|
31579xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Michael E Evans Cfp |
555 French Rd Ste 2, New Hartford, NY 13413 |
|
31573xxxx9 |
ano************@b*********.com |
|
|
|
|
|
|
8010 |
926 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| One William Street Capital Management, L.P. |
299 Park Ave, New York, NY 10171 |
|
21295xxxx0 |
con******@o***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ameriprise Financial |
7800 State Route 5, Clinton, NY 13323 |
|
31585xxxx5 |
ame******************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| David K Griffith Inc |
2108 Genesee St, Utica, NY 13502 |
|
31579xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sislo-Copperwheat Investments |
217 W Embargo St, Rome, NY 13440 |
|
31533xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Master Tax Consultants |
21-34 Broadway Ste 101 New York, NY 11106 |
|
71872xxxx3 |
|
4.4 |
12 |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CoBe Capital |
950 3rd Ave, New York, NY 10022 |
|
21233xxxx5 |
ada*@c**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Royal Alliance Associates |
133 Business Park Dr, Utica, NY 13502 |
|
31579xxxx0 |
aba*****@r************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| H&R Block |
1735 St Ave New York, NY 10128 |
|
21242xxxx7 |
agi***@a*.nv |
|
|
1.8 |
5 |
|
|
554782 |
20633 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| B & B Money Management |
641 Lexington Ave, New York, NY 10022 |
|
64684xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Elizabeth A Sullivan |
200 Park Ave 34th Floor, New York, NY 10166 |
|
21233xxxx7 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Met Business Capital |
477 Madison Ave Fl 6 New York, NY 10022 |
|
91750xxxx9 |
imp******@g****.com |
|
|
|
|
|
|
|
|
624 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Basit Siddiqi, CPA |
245 E 62nd Street, New York, NY 10065 |
|
91728xxxx4 |
bas**@b***********.com |
4.8 |
21 |
4.8 |
17 |
|
|
|
|
20 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ascento Capital |
745 5th Ave Ste 500 New York, NY 10151 |
|
64628xxxx9 |
ben@a*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Van Meter & Van Meter |
2502 New York 5, Utica, NY 13502 |
|
31573xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Integrity Square LLC |
445 E 85th St, New York, NY 10028 |
|
91754xxxx5 |
ale**@i**********.com |
|
|
|
|
|
|
290 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Leigh Baldwin & Co |
1 Hopper St Ste 1, Utica, NY 13501 |
|
31573xxxx0 |
awa********@l***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lewandrowski, Mark, AGT |
2406 Genesee St, Utica, NY 13502 |
|
31572xxxx8 |
ame******************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Henry Rivas |
1709 3rd Ave, New York, NY 10128 |
|
71875xxxx4 |
dns*****@t*****.ca |
|
|
|
|
|
|
843316 |
5509 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Arrival Capital Management |
1449 Lexington Ave #2, New York, NY 10128 |
|
21236xxxx0 |
jay@a*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Madison Asset Advisors, LLC |
430 East 86th St #2d, New York, NY 10028 |
|
91799xxxx2 |
joh*********@m*******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ashley Paolozzi (NMLS #556632) |
8502 Seneca Tpke, New Hartford, NY 13413 |
|
31579xxxx3 |
aai****@h***************.com |
|
|
|
|
|
|
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| LTC Financial Partners |
12 East 86th St #439, New York, NY 10028 |
|
21279xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Miano J C Investment Advisory Service |
258 Genesee St, Utica, NY 13502 |
|
31573xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Rockefeller Center Group - Morgan Stanley |
1290 6th Ave Floor 13, New York, NY 10104 |
|
21246xxxx3 |
acm***********@m************.com |
1.01 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| See Our Comp |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| UBS Financial Services Inc. |
787 7th Ave, New York, NY 10019 |
|
21271xxxx0 |
aar*******@u**.com |
|
|
|
|
|
|
229811 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| R&G Brenner Tax + Accounting |
570 Lexington Ave, New York, NY 10022 |
|
21268xxxx6 |
bbr*****@r********.com |
4.7 |
476 |
2.4 |
51 |
|
|
1985 |
74 |
1900 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Scienza, Jay |
102 Business Park Dr, Utica, NY 13502 |
|
31573xxxx5 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ameriprise Financial |
17 Devereux Ln, Whitesboro, NY 13492 |
|
31573xxxx5 |
ame******************@a***.com |
|
|
|
|
|
|
132825 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bianco Financial, LLC |
1202 Lexington Ave #205, New York, NY 10028 |
|
91783xxxx3 |
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Broad Group - Morgan Stanley |
1290 6th Ave #12, New York, NY 10104 |
|
21270xxxx7 |
acm***********@m************.com |
5.01 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Sack Group - Morgan Stanley |
522 5th Ave 11th Floor, New York, NY 10036 |
|
21223xxxx7 |
int**********@m************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| LTC Financial Partners |
301 E 79th St, New York, NY 10075 |
|
91761xxxx6 |
amy********@l****.com |
|
|
|
|
|
|
345 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Citizens Bank |
89 Oriskany Blvd, Whitesboro, NY 13492 |
|
31573xxxx6 |
abc*******@c***********.com |
2.6 |
14 |
|
|
|
|
180627 |
|
183000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Trusted Fiduciary |
575 Lexington Ave New York, NY 10022 |
|
91752xxxx3 |
c18*****************************@s*****.wixpress |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Charles Schwab |
200 E 79th St, New York, NY 10075 |
|
21245xxxx0 |
nam*@e******.com |
3.6 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Vivian Mamelak - RBC Wealth Management Financial Advisor |
1211 Avenue Of The Americas Ste 3300, New York, NY 10036 |
|
21270xxxx1 |
rbc*********@r**.com |
|
|
|
|
|
|
14811 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bone Fide Wealth, LLC |
7 World Trade Center, New York, NY 10006 |
|
21239xxxx1 |
car***@b*************.com |
3 |
4 |
|
|
|
|
1065 |
6 |
1000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| STKeros Financial Planning, LLC |
|
|
64666xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Adaptive Financial Consulting Inc. |
530 7th Ave #1605, New York, Ny 10018, United States, 紐約市, 紐約州 10018 |
|
91772xxxx9 |
ada*@w************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
5 |
1 |
| Sherman Financial Group LLC |
335 Madison Ave, New York, NY 10017 |
|
21292xxxx6 |
ake***@s**.com |
2 |
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Polk Wealth Management Group - Morgan Stanley |
1585 Broadway 22nd Fl, New York, NY 10036 |
|
21276xxxx7 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| WIN - Smart Financial Decisions Made Simple. Expert, Trustworthy Financial Help. |
1825 Madison Ave, New York, NY 10035 |
|
91767xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dusckas Advisory Group |
115 Genesee St, New Hartford, NY 13413 |
|
31576xxxx6 |
inf*@d*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Madison Portfolio Consultants |
280 Park Ave Fl 24 New York, NY 10017 |
|
21268xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ameriprise Financial |
43 Paris Rd, New Hartford, NY 13413 |
|
31572xxxx5 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| NYC Advisors, LLC |
60 E 42nd St, New York, NY 10165 |
|
91428xxxx9 |
64f*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
5 |
3 |
| Commonwealth Financial Network |
2714 Genesee St, Utica, NY 13502 |
|
31562xxxx0 |
bla**@f**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Park Avenue Institutional Consulting Group - UBS Financial Services Inc. |
299 Park Avenue, New York, NY 10171 |
|
12123xxxxx8 |
alb************@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Recco, Anthony |
102 Business Park Dr, Utica, NY 13502 |
|
31573xxxx8 |
ant**********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Montesano, Nicholas, AGT |
1926 Genesee St, Utica, NY 13502 |
|
31579xxxx5 |
dns*****@a*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| All Financial Services |
1721 Black River Blvd N, Rome, NY 13440 |
|
31533xxxx1 |
aar************@r***********.com |
|
|
|
|
|
|
17330 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| A I International Corporation |
414 E 75th St #2, New York, NY 10021 |
|
21243xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Premier Consultants and Training Solutions Corp |
New York, NY 10022 |
|
57080xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| US National Credit Solutions |
14 Wall St 20th floor, New York, NY 10005 |
|
80086xxxx4 |
inf*@u***********.com |
3.7 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jonathan E Griggs New York Life Insurance Agent |
830 Black River Blvd N, Rome, NY 13440 |
|
31583xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Fergus Partnership Consulting |
845 3rd Ave Fl 6 New York, NY 10022 |
|
21276xxxx5 |
inf*@d*************.org |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| East Hill Capital |
182 E 95th St, New York, NY 10128 |
|
|
inf*@e***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Nate Strand |
399 E 78th St Apt 1d New York, NY 10075 |
|
64673xxxx9 |
|
|
|
4.6 |
45 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Altera Wealth Management Group - Morgan Stanley |
399 Park Ave 24th Fl, New York, NY 10022 |
|
21289xxxx2 |
acm***********@m************.com |
1.01 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mainstay Financial Services |
2316 Genesee St, Utica, NY 13502 |
|
31573xxxx1 |
a****00@a*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Credit Advisors Council - Credit Repair NYC |
950 3rd Ave #1100, New York, NY 10022 |
|
64697xxxx0 |
nro****@b*****.com |
3.9 |
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ameriprise Financial |
2406 Genesee St, Utica, NY 13502 |
|
31572xxxx8 |
cyn************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Savvy Ladies |
39 Broadway Suite 1730, New York, NY 10006 |
|
91776xxxx4 |
ali***@s**********.org |
5 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Manager Analysis Services, LLC |
|
|
21293xxxx4 |
cut***@m**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Apis Capital Advisors, LLC |
110 E 42nd St, New York, NY 10017 |
|
20340xxxx1 |
cas*****@i**.org |
3.76 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mansin |
709 Honey Creek Dr, New York, NY 10028 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cornerstone Research |
599 Lexington Ave Fl 40 New York, NY 10022 |
|
21260xxxx0 |
aab********@c**********.com |
4 |
4 |
|
|
|
|
1647 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Diamond NestEgg |
450 Lexington Ave #2107, New York, NY 10017 |
|
|
haj*********@d*************.com |
5 |
5 |
|
|
|
|
611 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Adirondack Financial Services Inc |
185 Genesee St, Utica, NY 13501 |
|
31572xxxx6 |
afs@a****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The BTW Group - Morgan Stanley |
522 5th Ave 11th Floor, New York, NY 10036 |
|
21260xxxx0 |
acm***********@m************.com |
4.26 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Financial Consultants |
599 Lexington Avenue Frnt 5, New York, NY 10022 |
|
21258xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Christopher R. Lambert & Associates |
8365 Seneca Tpke, New Hartford, NY 13413 |
|
31573xxxx6 |
chr**@c********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Alliance Global Partners |
590 Madison Ave Fl 28 New York, NY 10022 |
|
64690xxxx3 |
mma*****@a********.com |
|
|
|
|
|
|
135 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gio Financial Group |
350 Hudson St 4th floor, New York, NY 10014 |
|
21248xxxx5 |
|
1.02 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Elk Investors |
525 E 81st St, New York, NY 10028 |
|
21232xxxx1 |
|
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Paradigm Consulting Inc |
133 Business Park Dr, Utica, NY 13502 |
|
31579xxxx0 |
ami*******@p*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Liebert & Associates CPA |
401 E 77th St, New York, NY 10075 |
|
92938xxxx3 |
bri**@l****************.com |
|
2 |
4.9 |
85 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Katabiann Advisors Corporation |
14 E 90th St #8, New York, NY 10128 |
|
21230xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The New York International Group - UBS Financial Services Inc. |
1285 6th Ave, New York, NY 10019 |
|
21271xxxx2 |
abc***@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| John G Cartier Investors |
103 E 84th St # 4b, New York, NY 10028 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley |
106 Business Park Dr, Utica, NY 13502 |
|
31579xxxx0 |
aar***********@m***********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jesic Tax |
575 Main St New York, NY 10044 |
|
91774xxxx8 |
inf*@s*****************.com |
|
|
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Hampton Group - Morgan Stanley |
399 Park Ave 12th Floor, New York, NY 10022 |
|
21289xxxx5 |
acm***********@m************.com |
5.01 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cook Kim M CPA |
503 N George St, Rome, NY 13440 |
|
31535xxxx0 |
bet*@c*******.com |
4.1 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Advanced Group Financial Services, LLC |
2508 Genesee St, Utica, NY 13502 |
|
31573xxxx0 |
bi**@a**************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Founders Equity Inc |
545 5th Ave, New York, NY 10017 |
|
21282xxxx0 |
dar***@f******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones |
4947 Commercial Dr Ste 5, Yorkville, NY 13495 |
|
31573xxxx7 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Giambrone Christopher C |
4350 Middle Settlement Rd, New Hartford, NY 13413 |
|
31576xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| UBS Financial Services Inc. |
1285 6th Ave, New York, NY 10019 |
|
21271xxxx0 |
aar*******@u**.com |
4.6 |
27 |
|
|
|
|
229207 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hall Financial Services |
310 E Chestnut St Ste 3, Rome, NY 13440 |
|
31533xxxx1 |
a****00@a*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bank of America Financial Center |
1275 Lexington Ave, New York, NY 10028 |
|
64626xxxx7 |
ban**********@e****.bankofamerica |
3.6 |
54 |
|
|
|
|
886977 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kingsley, Diane L, AGT |
10 Main St, Whitesboro, NY 13492 |
|
31572xxxx8 |
aha****@p********.com |
4 |
2 |
|
|
|
|
147445 |
4050 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cultivating Wealth |
41 Schermerhorn St, Brooklyn, NY 11201 |
|
64669xxxx1 |
r89************@p****.dreamhost |
5.01 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Geller |
909 3rd Ave New York, NY 10022 |
|
21258xxxx0 |
abc***@g*******.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Enhancement Group |
60 E 42nd St Ste 1050, New York, NY 10165 |
|
21245xxxx0 |
aba****@w****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
5 |
1 |
| Stephen Golembiowski Service |
270 Genesee St, Utica, NY 13502 |
|
31573xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Private Wealth Advisor Leigh E Cohen |
1 Bryant Pk 28th Floor, New York, NY 10036 |
|
21241xxxx1 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Genghini |
400 E 55th St Ste 15H New York, NY 10022 |
|
21254xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Kurt Kempkes |
75 Rockefeller Plaza, New York, NY 10019 |
|
21241xxxx1 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Cole Group - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21282xxxx6 |
ben*******************@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| AXA Advisors |
9273 Kellogg Rd Ste 2, New Hartford, NY 13413 |
|
31579xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gunther, Joseph A |
203 W Dominick St, Rome, NY 13440 |
|
31533xxxx0 |
joe@j*********.com |
|
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Affiliated Advisors |
310 Riverside Dr Apt 1420, New York, NY 10025 |
|
21269xxxx8 |
cin**@a*****************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ameriprise Financial |
22 Kellogg Rd, New Hartford, NY 13413 |
|
31572xxxx8 |
ame******************@a***.com |
|
|
|
|
|
|
132825 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sipe Financial Group |
2 Fountain St Ste 101, Clinton, NY 13323 |
|
31585xxxx3 |
vik******@s*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Vincent Iannaco |
111 East 88th St, New York, NY 10128 |
|
91737xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Schafer Cullen Capital Management |
645 5th Ave # 1201, New York, NY 10022 |
|
21264xxxx0 |
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Adirondack Bank |
2817 Genesee St, Utica, NY 13501 |
|
31527xxxx7 |
abu*****@a*************.com |
2.8 |
10 |
|
|
3.9 |
15 |
825 |
9 |
1100 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The MDM Group - Morgan Stanley |
1585 Broadway 22nd Floor, New York, NY 10036 |
|
21276xxxx5 |
acm***********@m************.com |
4.86 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Todd Ellis - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx1 |
rbc*********@r**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dinh Truong |
1230 6th Ave, New York, NY 10020 |
|
21225xxxx0 |
|
1.01 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Katz Wealth Management - UBS Financial Services Inc. |
1285 6th Ave, New York, NY 10019 |
|
21271xxxx1 |
ben*******************@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Accountable Financial Management Corp |
501 Main St Ste 1C, New York, NY 10044 |
|
21264xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1 |
1 |
| 1 2 3 Credit & Debt Counseling Service |
Serving theYorkville Area |
|
31579xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Coughlin Giambrone |
610 French Rd, New Hartford, NY 13413 |
|
31576xxxx2 |
inf*@m**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Prime Financial Services |
241 East 86th St, New York, NY 10028 |
|
21268xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Steadfast Financial |
450 Park Ave, New York, NY 10022 |
|
21241xxxx0 |
|
1.02 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Polaris Group - Morgan Stanley |
1290 6th Ave #12, New York, NY 10104 |
|
21269xxxx0 |
acm***********@m************.com |
1.01 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Vacca Consolidated Financial Services |
217 N Washington St, Rome, NY 13440 |
|
31553xxxx5 |
|
|
57 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Michael G. Berz |
1290 6th Ave, New York, NY 10104 |
|
21240xxxx8 |
atr*********@e********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Amsden Consult |
825 Third Ave Ste 348 New York, NY 10022 |
|
28160xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Anthony Shropshire |
75 Rockefeller Plaza, New York, NY 10019 |
|
21241xxxx1 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Telsey Advisory Group (TAG) |
555 5th Ave, New York, NY 10017 |
|
21297xxxx0 |
aap*******@t**********.com |
4.7 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Insight Financial |
245 Park Ave Ste 1800B, New York, NY 10167 |
|
64636xxxx6 |
web******@n*****************.com |
5.01 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| WealthEdge |
99 Park Ave #1920, New York, NY 10016 |
|
21268xxxx0 |
a.o*****@w*********.com |
3.7 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| H&R Block |
1377 3rd Ave New York, NY 10075 |
|
21228xxxx2 |
aab***@h******.com |
4.3 |
110 |
1.2 |
17 |
|
|
554593 |
20447 |
552351 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Senator Investment Group LP |
510 Madison Ave # 28, New York, NY 10022 |
|
21237xxxx0 |
bco*******@s********.com |
5.01 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Caruso McLean & Co Inc |
110 Lomond Ct Ste 1, Utica, NY 13502 |
|
31572xxxx5 |
bet****@c***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ameriprise Financial |
1816 Girard St, Utica, NY 13501 |
|
31573xxxx5 |
ame******************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stuart Portfolio Consultants |
223 E 83rd St #2, New York, NY 10028 |
|
21236xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Silvercrest Asset Management |
1330 6th Ave # 38, New York, NY 10019 |
|
21264xxxx0 |
aba*****@s***************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| JOM Associates Inc |
150 E 93rd St # 8B, New York, NY 10128 |
|
21294xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Beatriz Pallares - TD Wealth Relationship Manager |
1133 Madison Ave, New York, NY 10028 |
|
64646xxxx4 |
alc*************@t*.com |
|
|
|
|
|
|
842663 |
5509 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lois M. Brenner, Esq. |
12 E 86th St Ste 1230 New York, NY 10028 |
|
64666xxxx6 |
lb@d**************.com |
4.9 |
9 |
5 |
3 |
|
|
252 |
6 |
243 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Robert A Dicks Jr Inc |
587 Main St, New York Mills, NY 13417 |
|
31576xxxx8 |
inf*@r**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dlg Wealth Management |
1705 Genesee St Ste 1, Utica, NY 13501 |
|
31579xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Colvin Mark A |
1816 Girard St, Utica, NY 13501 |
|
31573xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| AXA Advisors LLC. |
1633 Broadway Floor 3, New York, NY 10009 |
|
21254xxxx1 |
aaj@a*************.co |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
5 |
24 |
| Osman J Cardona |
1504 3rd Ave, New York, NY 10028 |
|
64673xxxx1 |
|
2.813 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mohawk Valley Capital Management |
7920 State Route 5, Clinton, NY 13323 |
|
31572xxxx8 |
jos**********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Wealth Management |
106 Business Park Dr, Utica, NY 13502 |
|
31579xxxx0 |
aar***********@m***********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Private Wealth Advisor Noel L Weil |
1 Bryant Pk 28th Floor, New York, NY 10036 |
|
21241xxxx0 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Peter L Svarre |
75 Rockefeller Plaza, New York, NY 10019 |
|
21241xxxx6 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pinch-Hitter Professional Organizing & Productivity Solutions |
1323 Park Ave Ste 1 New York, NY 10029 |
|
64689xxxx4 |
dd0*****************************@s*****.wixpress |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rockefeller Capital Management |
45 Rockefeller Plaza Floor 5, New York, NY 10111 |
|
21254xxxx0 |
abu***@r*****.com |
4 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Environmental Financial Consulting Group |
18 E 48th St, New York, NY 10017 |
|
21275xxxx3 |
age*********@e***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Women In Development |
555 8th Ave #1902, New York, NY 10018 |
|
21226xxxx0 |
jsm***@w****.org |
5 |
1 |
|
|
|
|
112 |
|
126 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lpl Financial |
203 W Dominick St, Rome, NY 13440 |
|
60733xxxx4 |
aar********@l**.com |
|
2 |
|
|
|
|
19981 |
203 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Peter G Carchedi CLU Inc |
2017 Genesee St, Utica, NY 13501 |
|
31573xxxx1 |
inf*@r**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Master Planners & Associates, LLC |
16 Kellogg Rd, New Hartford, NY 13413 |
|
31573xxxx1 |
inf*@m***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Irina Kokini - TD Wealth Relationship Manager |
1230 3rd Ave, New York, NY 10021 |
|
64663xxxx6 |
aj.*****@t*.com |
|
|
|
|
|
|
843100 |
5509 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| H&R Block |
920 Third Ave Second Floor New York, NY 10022 |
|
21275xxxx2 |
aab***@h******.com |
4.8 |
79 |
2.5 |
8 |
|
|
554592 |
20447 |
552350 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Equitable Advisors |
1290 6th Ave, New York, NY 10104 |
|
21240xxxx4 |
aar*********@e********.com |
2.4 |
35 |
|
|
|
|
51769 |
|
52245 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mark E Feinsot, CPA |
57 W 57th St Ste 400 New York, NY 10019 |
|
21263xxxx8 |
mar*@m*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| R L Ross Financial Consulting |
509 Madison Ave, New York, NY 10022 |
|
21283xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jonathan Griggs, Financial Professional - New York Life |
830 Black River Blvd N, Rome, NY 13440 |
|
31553xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Patrick Beckford - TIAA Financial Consultant |
730 3rd Ave, New York, Ny 10017 |
|
12129xxxxx3 |
acc******************@t***.org |
5 |
1 |
|
|
|
|
90708 |
483 |
91972 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| H&R Block |
1636 Lexington Ave New York, NY 10029 |
|
21241xxxx4 |
agi***@a*.nv |
4.8 |
112 |
1 |
1 |
|
|
554781 |
20633 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Class Advisors |
2508 Genesee St, Utica, NY 13502 |
|
31535xxxx3 |
bi**@a**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wells Fargo Advisors |
1211 6th Ave, New York, NY 10036 |
|
21275xxxx7 |
abc***@w*****************.com |
3 |
4 |
|
|
|
|
189149 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Primerica |
223 N Washington St, Rome, NY 13440 |
|
31522xxxx1 |
a.-*******************@p********.com |
|
|
|
|
|
|
147445 |
4050 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Financial Management Consultants |
134 College St, Clinton, NY 13323 |
|
31585xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Four Points Advisors |
99 Park Ave 6th Floor, New York, NY 10016 |
|
|
|
4.47 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Academic Financial Svces Assn |
501 Bleecker St, Utica, NY 13501 |
|
31573xxxx0 |
dl-******@a***.net |
2.3 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Black River Financial Services |
813 Black River Blvd N, Rome, NY 13440 |
|
31553xxxx6 |
a****00@a*******.com |
4.4 |
12 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Apple Bank |
1555 1st Ave., New York, NY 10028 |
|
21247xxxx6 |
aab***@a********.com |
2 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Steven Neal |
75 Rockefeller Plaza, New York, NY 10019 |
|
21241xxxx5 |
bri************@b***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gold Alliance |
Serving theYorkville Area |
|
88821xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Semeniak Financial Services |
1436 Genesee St, Utica, NY 13502 |
|
31579xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Accurent |
150 E 69th St #3T, New York, NY 10021 |
|
91734xxxx3 |
hel**@a***************.com |
3.322 |
|
|
|
|
|
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Chase Bank |
181 E 90th St, New York, NY 10128 |
|
64667xxxx0 |
acc**********@c****.com |
2.3 |
23 |
3.8 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| AXA Advisors, LLC: Michael Buccolo |
1290 6th Ave #4th, New York, NY 10104 |
|
21254xxxx0 |
mic************@e********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Joseph Sinchi |
186 East 86th St, New York, NY 10028 |
|
21249xxxx4 |
abc***@c***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Clearpoint Credit Counseling Solutions |
Serving theYorkville Area |
|
86621xxxx0 |
ccc*@c***********.org |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Klingenstein Fields Advisors |
125 Park Ave, New York, NY 10017 |
|
21249xxxx0 |
aly**********@k***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Arthur Pensato |
1230 6th Ave, New York, NY 10020 |
|
21225xxxx9 |
acl*******@f************.com |
4.04 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor McClain Bishop |
114 W 47th St, New York, NY 10036 |
|
21238xxxx8 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kynikos Associates LP |
20 W 55th St #8, New York, NY 10019 |
|
21264xxxx0 |
|
1 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Grassi & Co |
488 Madison Ave, New York, NY 10022 |
|
21266xxxx6 |
aan****@g*********.com |
|
|
|
|
|
|
715 |
21 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Osman J Cardona |
1470 2nd Ave, New York, NY 10075 |
|
64673xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hanretty, Jeffrey, CPA |
8365 Seneca Tpke, New Hartford, NY 13413 |
|
31573xxxx9 |
inf*@j************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Wealth Advisor Group |
1290 6th Ave, New York, NY 10104 |
|
21240xxxx0 |
cgo*******@w***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Institutional Life Services, LLC |
443 Park Ave, New York, NY 10016 |
|
21278xxxx0 |
cbe*****@i*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Borgaty |
477 Madison Ave New York, NY 10022 |
|
80033xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Joel Isaacson & Co. |
546 5th Ave #20, New York, NY 10036 |
|
21230xxxx0 |
ale*@j***********.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Billy You |
75 Rockefeller Plaza, New York, NY 10019 |
|
21241xxxx9 |
bil******@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kristen S. Han, CPA, CFP | Millennial Estates Financial Group, LLC | Certified Financial Planner |
350 E 76th St, New York, NY 10021 |
|
63172xxxx8 |
con****@m***.nyc |
5 |
18 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| John G. Meitner - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
51673xxxx6 |
wms**********@r**.com |
|
|
|
|
|
|
14777 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ameriprise Financial |
100 Lomond Ct, Utica, NY 13502 |
|
31572xxxx0 |
ame******************@a***.com |
|
|
|
|
|
|
132825 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Intrepid Financial Partners |
540 Madison Ave fl 25, New York, NY 10022 |
|
21238xxxx0 |
ada********@i*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Vivian Mamelak - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx1 |
rbc*********@r**.com |
|
|
|
|
|
|
14640 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Howard Wurzel CPA PLLC |
1675 York Ave, New York, NY 10128 |
|
64636xxxx3 |
how*********@g****.com |
4.8 |
25 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Capital Consulting |
10 E End Ave, New York, NY 10075 |
|
21247xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Larsen Brown |
226 E 54th St Ste 306 New York, NY 10022 |
|
21269xxxx0 |
and***@l**********.com |
|
|
2.8 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| H&R Block |
212 W 96th St New York, NY 10025 |
|
21286xxxx0 |
aab***@h******.com |
4.6 |
219 |
2 |
28 |
|
|
554592 |
20447 |
552350 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Block Advisors |
204 E 84th St, New York, NY 10028 |
|
21224xxxx5 |
aab***@h******.com |
3.4 |
5 |
1 |
1 |
|
|
554782 |
20633 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Equity Plan Advisory Services, New York, NY - UBS Financial Services Inc. |
1285 Ave of the Americas 15th, 16th, 17th, & 18th Floors, New York, NY 10019 |
|
80022xxxx1 |
and*****************@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Markets Group |
44 E 32nd St floor 4, New York, NY 10016 |
|
21280xxxx0 |
abe*******@m***********.org |
3.9 |
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| AXA Advisors: Frank Dettore |
1290 6th Ave 4th floor, New York, NY 10104 |
|
21240xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| John N Kalil Jr. Financial Services |
2 Campion Rd, New Hartford, NY 13413 |
|
31573xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Private Wealth Management | U.S. Bank |
1095 6th Ave 15th Floor, New York, NY 10036 |
|
83396xxxx7 |
aar************@u*****.com |
2.5 |
4 |
|
|
|
|
345316 |
5510 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| SRI Investing |
41 Madison Ave FL31, New York, NY 10010 |
|
88859xxxx3 |
amy**@s***********.com |
1.02 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Osman J Cardona |
1230 3rd Ave, New York, NY 10021 |
|
64673xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| NYC Potty Training |
New York, NY 10022 |
|
|
inf*@n***************.com |
|
|
4.6 |
31 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Karl H Pupke |
75 Rockefeller Plaza, New York, NY 10019 |
|
21241xxxx7 |
bri************@b***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| MetLife or Bright House at Schillerstovare Group |
170 E 87th St, New York, NY 10128 |
|
64650xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| D.K. Griffith & Company |
2108 Genesee St, Utica, NY 13502 |
|
31579xxxx4 |
dav****@d*********.com |
|
|
|
|
|
|
|
|
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Alan R Leist Planning Group |
114 Business Park Dr, Utica, NY 13502 |
|
31573xxxx3 |
aev*******@i**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Coughlin Giambrone |
4350 Middle Settlement Rd, New Hartford, NY 13413 |
|
31576xxxx2 |
don**@c****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Offit Capital Advisors LLC |
485 Lexington Ave # 24, New York, NY 10017 |
|
21258xxxx0 |
afr*****@o***********.com |
3.73 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| This That and The MBA |
109 Lyon Pl, Utica, NY 13502 |
|
31541xxxx2 |
e55*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Red Stone Equity Partners, LLC |
90 Park Ave 28th floor, New York, NY 10016 |
|
64669xxxx0 |
abb*************@r*******.com |
4.39 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ascent Wealth Partners |
122 Business Park Dr Ste 6, Utica, NY 13502 |
|
31562xxxx0 |
inf*@a*******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Primerica |
423 Trenton Ave, Utica, NY 13502 |
|
31550xxxx5 |
a.-*******************@p********.com |
|
|
|
|
|
|
147445 |
4050 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Buck |
420 Lexington Ave Suite 2220, New York, NY 10170 |
|
21233xxxx0 |
joe@b***.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Guide Wealth Management LLC |
430 Park Ave, New York, NY 10022 |
|
64645xxxx1 |
cli****@g**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Primerica |
10 Main St Ste 101, Whitesboro, NY 13492 |
|
31572xxxx8 |
aha****@p********.com |
4 |
2 |
|
|
|
|
149332 |
3763 |
161000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cross Border Wealth |
230 Park Ave 4th floor, West, NY 10169 |
|
64668xxxx3 |
|
5.01 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Summit Trail Advisors |
Grand Central Tower, 2, 140 E 45th St #28B, New York, NY 10017 |
|
21281xxxx0 |
ada***@s**********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| John F Mahoney, CPA |
Manhattan, NY 10128 |
|
91737xxxx5 |
joh*******@j*******.com |
|
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RBC Bank |
8506 Seneca Tpke, New Hartford, NY 13413 |
|
31573xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| H&R Block |
1224 2nd Ave New York, NY 10065 |
|
21287xxxx0 |
aab***@h******.com |
4.7 |
92 |
2.3 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
